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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,664 | $135,956-3.2% | $123,894+6.3% | $273,972-51.9% |
| Participation rate | 91.7% | 84.1%+7.6pp | 81.4%+10.3pp | 83.0%+8.7pp |
| Annual return | 6.56% | 56.63%-50.1pp | 47.52%-41.0pp | 41.46%-34.9pp |
| Employer contribution / active EE | $3,252 | $5,170-37.1% | $4,617-29.6% | $4,869-33.2% |
| Participant deferral / active EE | $5,768 | $6,343-9.1% | $5,984-3.6% | $5,287+9.1% |
| Admin fee / account holder | $1,480 | $9,817-84.9% | $8,357-82.3% | $10,133-85.4% |